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Energy Transfer Partners

770 hedge funds and large institutions have $5.87B invested in Energy Transfer Partners in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 271 increasing their positions, 252 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $168M | Put options by funds: $72.6M

8% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 252

3% less funds holding

Funds holding: 795770 (-25)

5.73% less ownership

Funds ownership: 52.62%46.89% (-5.7%)

13% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 117

44% less funds holding in top 10

Funds holding in top 10: 5531 (-24)

68% less capital invested

Capital invested by funds: $18.1B → $5.87B (-$12.3B)

Holders
770
Holders Change
-25
Holders Change %
-3.14%
% of All Funds
16.97%
Holding in Top 10
31
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-43.64%
% of All Funds
0.68%
New
102
Increased
271
Reduced
252
Closed
117
Calls
$168M
Puts
$72.6M
Net Calls
+$95.2M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
676
Private Capital Group
Connecticut
$18K
SAM
677
S.A. Mason
Michigan
$17K +$9.06K +850 +30%
IWP
678
IAG Wealth Partners
Wisconsin
$17K +$10.5K +990 +37%
FMP
679
Financial Management Professionals
Texas
$16K
HFA
680
HC Financial Advisors
California
$16K +$37K +3,468 New
HIA
681
Harbor Investment Advisory
Maryland
$15K -$8.52K -800 -20%
SIA
682
SeaBridge Investment Advisors
New Jersey
$15K
BWA
683
BDO Wealth Advisors
Florida
$14K +$10.7K +1,000 +50%
MA
684
MCF Advisors
Kentucky
$13K +$693 +65 +2%
CTC
685
Central Trust Company
Missouri
$12K
BFEC
686
Benjamin F. Edwards & Company
Missouri
$12K +$3.51K +329 +14%
HCM
687
Highlander Capital Management
New Jersey
$11K -$2.37K -222 -8%
AAP
688
Arax Advisory Partners
Colorado
$11K
TFA
689
Toth Financial Advisory
Virginia
$10K -$4.29K -403 -16%
TPWA
690
TRUE Private Wealth Advisors
Oregon
$10K +$32 +3 +0.1%
GRP
691
Global Retirement Partners
California
$10K +$16.4K +1,535 +263%
MWM
692
MBE Wealth Management
Wisconsin
$10K +$25.4K +2,385 New
CAC
693
Certified Advisory Corp
Florida
$9K -$17.1K -1,607 -44%
DAM
694
Delta Asset Management
Tennessee
$9K -$12.3K -1,152 -36%
CAL
695
Capital Analysts LLC
Pennsylvania
$9K -$3.2K -300 -13%
BEI
696
Benjamin Edwards Inc
Missouri
$9K
FPFS
697
First Personal Financial Services
North Carolina
$9K
GC
698
Grace Capital
Massachusetts
$9K
OSNBOA
699
Old Second National Bank of Aurora
Illinois
$9K
PCFFS
700
Pacific Center for Financial Services
California
$9K

ET Hedge Fund Activity: Q1 2020 in Review

770 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q1 2020, worth a combined $5.87B — down 68% from $18.1B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of ET and 102 opened new positions — a net loss of 15 holders — while 252 trimmed existing stakes and 271 added.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $877M. The largest seller was Tortoise Capital Advisors, cutting an estimated $437M.

  • 770 institutional investors held Energy Transfer Partners (ET) as of Q1 2020, down from 795 in Q4 2019.
  • Funds reported $5.87B of Energy Transfer Partners stock for Q1 2020, down 68% quarter-over-quarter.
  • 102 funds opened new Energy Transfer Partners positions in Q1 2020 and 117 closed out, a net change of -15 holders.
  • The largest Energy Transfer Partners buyer in Q1 2020 was Blackstone Inc, an estimated $877M added.
  • The largest Energy Transfer Partners seller in Q1 2020 was Tortoise Capital Advisors, an estimated $437M sold.

Based on aggregated 13F filings for Q1 2020.